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Intellus Advisors’s Oracle ORCL Stock Holding History

Intellus Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213K Sell
1,456
-791
-35% -$143K 0.03% 123
2026
Q1 		$331K Buy
2,247
+668
+42% +$109K 0.05% 96
2025
Q4 		$308K Sell
1,579
-1
-0.1% -$238 0.04% 100
2025
Q3 		$444K Sell
1,580
-380
-19% -$96.8K 0.06% 84
2025
Q2 		$429K Buy
1,960
+497
+34% +$80.3K 0.06% 87
2025
Q1 		$205K Buy
+1,463
New +$238K 0.04% 112

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intellus Advisors's ORCL Position: Q2 2026 in Review

Intellus Advisors reduced its Oracle (ORCL) stake by 35% in Q2 2026, selling an estimated $143K and leaving 1,456 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #123.

Intellus Advisors first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Intellus Advisors held 1,456 shares of Oracle worth $213K as of Q2 2026.
  • Intellus Advisors sold 791 Oracle shares in Q2 2026, an estimated $143K.
  • Oracle made up 0.03% of Intellus Advisors's portfolio in Q2 2026, its #123 holding.
  • Intellus Advisors first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Intellus Advisors's Oracle position peaked at $444K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.